Special Opportunities Fund, Inc. (SPE)

SPE Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Jan 16, 2026	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	161	155	133	131	196	120
Market Cap Growth	-	17.24%	1.49%	-33.47%	64.10%	-4.41%
Enterprise Value	217	211	191	189	209	175
Last Close Price	15.20	12.81	9.53	8.35	10.23	8.28
PE Ratio	5.65	4.48	5.25	-	4.92	11.72
PS Ratio	16.21	15.02	13.74	19.42	46.19	25.12
PB Ratio	0.89	0.67	0.62	0.63	0.93	0.62
P/TBV Ratio	0.89	0.89	0.84	0.88	0.93	0.87
P/OCF Ratio	9.98	8.10	7.11	-	8.49	10.38
EV/Sales Ratio	21.82	20.40	19.76	28.09	49.20	36.79
EV/EBIT Ratio	32.42	29.16	28.54	54.35	156.24	76.93
Asset Turnover	0.04	0.05	0.05	0.03	0.02	0.03
Quick Ratio	0.92	0.46	1.30	1.30	11.04	5.60
Current Ratio	0.92	0.46	1.30	1.30	11.04	5.60
Return on Equity (ROE)	13.08%	16.31%	12.65%	-11.80%	20.23%	6.32%
Return on Assets (ROA)	1.81%	2.02%	1.96%	1.03%	0.41%	0.73%
Return on Capital (ROIC)	1.82%	2.04%	1.98%	1.04%	0.41%	0.74%
Return on Capital Employed (ROCE)	2.80%	3.10%	3.10%	1.70%	0.60%	1.20%
Earnings Yield	17.68%	23.33%	20.10%	-18.87%	20.76%	10.16%
Dividend Yield	13.27%	8.94%	10.92%	15.84%	11.82%	13.63%
Payout Ratio	75.02%	38.26%	50.15%	-	52.95%	94.86%
Buyback Yield / Dilution	1.44%	3.47%	3.95%	9.83%	-49.55%	-
Total Shareholder Return	14.71%	12.41%	14.87%	25.67%	-37.73%	13.63%

Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q